How can I migrate clients, their appointments and their notes from my old system to Colib ?

Migrating data from your old customer management system to Colib is very easy with our batch loading system.

Please follow the following steps:

1) Go to https://www.colib.io/UploadClients

2) Download the Excel template provided by our platform

3) Fill in the Excel file with the customers you want to add/update. Notes and appointments can also be migrated via this Excel file.

4) Rename the file into clients.xlsx and fill the diffrent tabs of the file

5). Add the excel file to an empty folder

6) Compress the folder to create a zip file

7) Upload the zip file on the webpage

8) Wait for the end of the file processing to check for any errors reported by the application

Do not hesitate to contact us if you have any difficulty filling out the file.